承董事會命 布魯可集團有限公司 朱偉松先生 董 事 長、執 行 董 事 兼 首 席 執 行 官 香 港，二 零 二 五 年 八 月 十 二 日 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 Bloks Group Limited 布魯可集團有限公司 （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：0325） 董事會會議通告 布魯可集團有限公司（「本公司」）董 事（「董 事」）會（「董事會」）謹 此 宣 佈，董 事 會 會 議將於二零二五年八月二十二日（星 期 五）舉 行，藉 以（其 中 包 括）批准本公司及 其 附 屬 公 司 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 之 未 經 審 計 中 期 業 績。 截 至 本 公 告 日 期，董 事 會 包 括：執 行 董 事 朱 偉 松 先 生 及 盛 曉 峰 先 生；非 執 行 董 事 常 凱 斯 ...

Core Viewpoint - The new consumption sector in the Hong Kong stock market has shown significant growth, with several companies reporting positive earnings forecasts, contributing to the overall bullish trend in this segment [3][4][6]. Group 1: Stock Performance - Pop Mart (09992.HK) rose by 7.87%, while Shangmei Co. (02145.HK) increased by 7.34%, and Laopu Gold (06181.HK) saw a rise of 5.93% [1][2]. - The New Consumption Concept Index has recorded a year-to-date increase of 64.97%, outperforming the Hang Seng Index, which has risen by 24.18% [3]. Group 2: Earnings Forecasts - Shangmei Co. expects revenue for the first half of 2025 to be between 4.09 billion to 4.11 billion yuan, a year-on-year growth of 16.8% to 17.3%, with net profit projected to reach 540 million to 560 million yuan, an increase of 30.9% to 35.8% [3]. - Laopu Gold anticipates revenue of 12 billion to 12.5 billion yuan for the first half of 2025, representing a year-on-year growth of 241% to 255%, with net profit expected to be between 2.23 billion to 2.28 billion yuan, a growth of 279% to 288% [4]. - Pop Mart forecasts a revenue increase of no less than 200% and a profit increase of no less than 350% for the first half of 2025 [5]. Group 3: Market Trends and Sentiment - Investment firms are optimistic about the new consumption sector, noting a shift towards personalized and service-oriented consumption among residents [6]. - The Hong Kong consumption sector is seen as more aligned with current new consumption trends compared to the A-share market, indicating significant growth potential [6]. - Despite the current high valuations in the new consumption sector, the macro trend towards personalized and rational consumption remains intact, suggesting continued growth in related areas such as trendy toys, beauty care, and pet products [7][8].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 布魯可集團有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00325 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000 | USD | | 0.0001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 500,000,000 | USD | | 0.0001 | USD | | 50,000 | 本月底法定/註冊股本總額： USD 5 ...

智通财经APP讯，VITASOY INT'L(00325)发布公告，于2025年8月1日斥资1689.01万港元回购股份184.4 万股，每股回购价格为9.14-9.17港元。 ...

VITASOY INT'L(00325)发布公告，于2025年8月1日斥资1689.01万港元回购股份184.4万股，每股回购价 格为9.14-9.17港元。 ...

Group 1 - The Hong Kong stock market for new consumption continues to decline, with Bruker falling nearly 8% and Pop Mart dropping over 4% [1]

Group 1 - The new consumption concept in the Hong Kong stock market continues to decline, with significant drops in stock prices for several companies [1] - Old Poo Gold (06181.HK) experienced a decline of over 9%, while Bruker (00325.HK) fell by more than 7% [1] - Other companies such as Pop Mart (09992.HK) and Miniso (09896.HK) also saw declines in their stock prices [1]

智通财经7月31日电，港股新消费持续走低，老铺黄金跌超9%，布鲁可跌近8%，泡泡玛特跌超4%。 ...

Core Viewpoint - The article highlights Bruco's participation in the 2025 Pokémon Hangzhou Master Tournament, showcasing 16 Pokémon-themed products and engaging fans through interactive events and competitions [1][12]. Product Offering - Bruco presented 16 products from the Pokémon series, including the classic versions "Adventure's Prologue" and "New Encounters," appealing to a wide range of players and evoking nostalgia [2][4]. - The products feature a dual specification design ("S version + L version") to enhance user experience, with S versions offering cute scenes and L versions utilizing special PVC materials for better tactile feedback and playability [5]. Innovation and Development - Bruco has invested significantly in innovation, holding over 500 patents that support a diverse product matrix, including various themed versions like Starry, Classic, and Legendary [5]. - The company emphasizes user-driven innovation and has established a unique BFC community to encourage creativity through online and offline competitions [5][6]. Event Highlights - The BFC creations showcased at the tournament included immersive experiences for fans, with a focus on character representation and large scene construction [6][8]. - The BFC speed-building competition attracted a large number of participants, demonstrating the popularity and engagement of the Pokémon fan community [10]. Strategic Direction - Bruco's strategy emphasizes a "full demographic, full price range, global" approach, aiming to deepen collaborations with globally recognized IPs like Pokémon to provide diverse building products [12].

Core Viewpoint - Bloks Group Limited, known as the "Chinese version of LEGO," went public on the Hong Kong Stock Exchange on January 10, 2024, and has rapidly become the largest assembly character toy company in China and the third largest globally, driven by strong IP operation capabilities, cost-effective products, and an efficient supply chain [1][4]. Group 1: Company Overview - Founded in 2014, Bloks focuses on the design, research, and sales of assembly character toys, holding over 50 globally recognized IPs including Ultraman, Transformers, Marvel Heroes, and Naruto [1]. - Bloks has established a market leadership position in the assembly character toy sector since its strategic shift in 2022, particularly after acquiring licenses for Ultraman in 2021 and Transformers in 2022 [4]. Group 2: Financial Performance - According to Citigroup's report, Bloks is expected to achieve a compound annual growth rate (CAGR) of 54% in adjusted net profit and 52% in revenue from 2024 to 2027 [1]. - The company reported a net profit of RMB 74 million for 2023, with projections of RMB 582 million for 2024 and RMB 2.131 billion for 2027, indicating significant growth [2]. Group 3: Competitive Advantage - Bloks' competitive edge lies in its high cost-performance ratio, targeting children aged 6-16 with products priced between RMB 19.9 and RMB 79, significantly lower than competitors like Bandai, which targets adult fans with prices ranging from RMB 99 to RMB 1000 [4]. - The company holds a 30.3% market share in China's assembly character toy market and a 6.3% share globally, ranking first in China and third worldwide [5]. Group 4: IP Strategy - Bloks' business model is heavily reliant on its IP portfolio, with over 50 licensed IPs and two self-developed IPs [6]. - The company plans to diversify its IP strategy to reduce reliance on key IPs, with Ultraman and Transformers expected to contribute 49% and 20% of revenue in 2024, respectively [8][11]. Group 5: Product Development - Bloks employs a "standardized structure + customized appearance" model for product design, allowing for rapid iteration and innovation, with a product development cycle of 6-7 months compared to the industry average of 10-12 months [12]. - The company aims to launch 800-1000 SKUs by 2025, significantly increasing from 197 in 2023 and approximately 400 in 2024 [12]. Group 6: Market Expansion - Bloks plans to increase its sales points in China from 150,000 in 2024 to 250,000-300,000 in 2025, focusing on lower-tier cities [13]. - The company is also expanding its overseas presence, with expectations for international business to grow from 3% of revenue in 2024 to 10% in 2025, targeting regions such as Southeast Asia, North America, and the EU [15].